Your Attio account, set up in 1 day
A full CRM setup — data model, pipelines, automations, integrations, and onboarding — done in a single day. AI-powered, so it's fast without being sloppy.
What's included
CRM architecture and data model designed around your process
Custom objects, fields, and pipelines configured
Data import from spreadsheets or your previous CRM
Core automations set up and tested
Key integrations connected (accounting, email, enrichment, etc.)
Dashboards and reporting views
Team onboarding walkthrough
Written documentation for your setup
How it works
1. Discovery call
We talk through your process, team structure, tools, and what you need from the CRM. This usually takes 30 minutes.
2. Setup day
I build your Attio workspace — data model, pipelines, automations, integrations, imports, and views. AI-assisted where it makes sense to move fast without cutting corners.
3. Handover
You get a working CRM with documentation and a walkthrough for your team. Questions after launch are included.
Who this is for
You're starting with Attio from scratch — or your current setup is so broken it's easier to rebuild than fix.
You don't want to spend weeks figuring out the CRM yourself. You want it working by the end of the day so your team can start using it tomorrow.
If you already have an Attio workspace and just need specific fixes or additions, scoped work is a better fit.
New to Attio? Sign up through my referral link and get 10% discount on registration.
Sign up for AttioReady to get started?
Book a 30-minute discovery call. We'll go through your process and I'll tell you exactly what the setup will look like.
Book a call